CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,416
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.7M
3
+$7.19M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.98M
5
VTV icon
Vanguard Value ETF
VTV
+$4.83M

Top Sells

1
+$10.2M
2
+$6.4M
3
+$6.17M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.87M
5
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
+$3.95M

Sector Composition

1 Technology 4.44%
2 Industrials 2.67%
3 Financials 2.51%
4 Consumer Discretionary 2.25%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$189K 0.03%
1,721
+1,421
302
$189K 0.03%
1,118
+1,102
303
$188K 0.03%
1,731
-393
304
$188K 0.03%
903
305
$188K 0.03%
2,553
-18
306
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968
-50
307
$187K 0.03%
3,176
-124
308
$183K 0.03%
585
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309
$182K 0.03%
11,316
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310
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1,797
+270
311
$181K 0.03%
5,738
-1,698
312
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6,050
-243
313
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7,135
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314
$181K 0.03%
4,549
-183
315
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316
$180K 0.03%
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318
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319
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3,602
-2,139
321
$176K 0.03%
5,350
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322
$175K 0.03%
1,488
-19
323
$174K 0.03%
1,264
-36
324
$174K 0.03%
404
-34
325
$173K 0.03%
5,136
+1
11 12
13
14 15